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AS
CFP
AS
CFP

Amanda Salyer

Prime Capital Financial
19 Years of Experience
Center Valley, PA
View SEC Summary
View SEC Summary

Amanda Salyer is a CFP-designated registered investment advisor at Prime Capital Financial, based in Center Valley, PA, with 19 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 23,965 clients with $39B in assets under management.

Prime Capital Financial
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
264 advisors
Number of Clients
23,965 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$39.1B

Fee Structure

Minimum Investment:$2.5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Standard asset management fees typically range between 1.00% and 1.50% annually, with a maximum of 2.50% and a minimum of 0.25%. Fees are negotiable depending on the advisor, account complexity, and total assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

4647 Saucon Creek Rd. Suite 201, Center Valley, PA, 18034

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is a joint owner of a rental property since October 2023, spending minimal time approving rental requests and maintenance. This activity is not investment-related.

Employment History
Current Registrations
Prime Capital Financial
February 2026 - Present · 8 mos
Previous Registrations
Edelman Financial Engines
November 2019 - March 2026 · 6 yrs 4 mos
Fidelity Personal and Workplace Advisors
July 2018 - October 2019 · 1 yr 3 mos
Strategic Advisers LLC
May 2012 - July 2018 · 6 yrs 2 mos
Fidelity Brokerage Services LLCBroker
October 2011 - October 2019 · 8 yrs
John Hancock Distributors LLCBroker
October 2007 - September 2011 · 3 yrs 11 mos
Ameriprise Financial Services, INC.
November 2006 - July 2007 · 8 mos
Ameriprise Financial Services, INC.Broker
October 2006 - July 2007 · 9 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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